Support Center

Referral Details Report

Last Updated: Sep 20, 2017 04:59PM PDT
The Referral Details Report provides a detailed report of completed referrals and/or leads. To view this report in Perkville:
 
1. Go to My Business > Reports > Referral Details.

 
2. There are several kinds of referral details to view here.



Referral sent date range: The number of referrals sent out by customers over a date range.

Referral completed date range: The number of referrals completed during a date range. 

Locations: Where the referring customer attends, either their home location or last earned location.

Referral source: 
The report can show all referrals or can exclude those that came in from your point of sale or membership system such as Mindbody or ABC Financial. 

Referral status: The referral can either be completed or still a lead. 

Show only offer claimed: Check this box to see only those referrals where the introductory coupon was claimed by the referee. This coupon does not need to be claimed for referral points to go through. 

3. Completed referrals means that the friend referred became a patron at your business. The offer does not need to be claimed for a referral to go through. This report can be run to-date or for a certain time period and for one or all locations. There are no restrictions on data range.



4. Leads are defined as any friend referred that is not yet completed and friends who claimed your referral offer (if you have one). This report can be run to-date or for a certain time period and for one or all locations. There are no restrictions on data range. Leads is an excellent report for you or a sales team for grabbing leads with which to follow up. 

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